See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,897 | $102,317+28.9% | $146,958-10.2% | $80,856+63.1% |
| Participation rate | 92.9% | 75.8%+17.0pp | 82.2%+10.7pp | 67.6%+25.2pp |
| Annual return | 14.78% | 134.76%-120.0pp | 418.34%-403.6pp | 35.59%-20.8pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $9,811 | $6,644+47.7% | $8,070+21.6% | $4,296+128.4% |
| Admin fee / account holder | $5,838 | $7,941-26.5% | $12,998-55.1% | $6,918-15.6% |